401(k) Plans

19,337 topics in this forum

1. what is the latest on catch-up contributions & separate lines of business?

   By Guest wblinder, February 15, 2005
   • 1 reply
   • 1k views
   • 
   • JanetM
   • February 16, 2005

2. Defaulted wrong loan amount

   By Guest jvandyke, April 25, 2005
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • April 25, 2005

3. Correction of Excess Match

   By Guest dstran, March 9, 2006
   • 1 reply
   • 1.3k views
   • 
   • Kirk Maldonado
   • March 11, 2006

4. 1099 R not issued

   By Guest riabaj, April 9, 2007
   • 1 reply
   • 1.5k views
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   • Jim Chad
   • April 11, 2007

5. safe harbor nonelective plan

   By jpod, April 11, 2008
   • 1 reply
   • 1.4k views
   • 
   • Kevin C
   • April 11, 2008

6. spousal consent for hardship distribution

   By Guest Smokin, April 26, 2011
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • April 26, 2011

7. Sole Proprietor with 401(k) Plan

   By jukeboy56, April 11, 2016
   • 1 reply
   • 634 views
   • 
   • ETA Consulting LLC
   • April 11, 2016

8. Failure to Implement Employee Election & Failed ADP Test

   By BLM, August 28, 2017
   • 1 reply
   • 746 views
   • 
   • Tom Poje
   • August 29, 2017

9. Can I exclude rewards from Compensation?

   By calexbraska, August 23, 2018
   • 1 reply
   • 1.1k views
   • 
   • Luke Bailey
   • August 27, 2018

10. HIre Date

    By Guest psk, August 12, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 14, 1999

11. Different treatment of highly and nonhighly compensated employees

    By Guest RW, March 10, 2000
    • 1 reply
    • 1.6k views
    • 
    • Alan Simpson
    • March 10, 2000

12. QNECs and FICA

    By Guest 91smithie, October 2, 2001
    • 1 reply
    • 2.1k views
    • 
    • Alan Simpson
    • October 2, 2001

13. Hardship Withdrawals

    By Guest west, January 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 28, 2003

14. Matching on Catch Up contributions

    By Guest h_nowicki, May 26, 2004
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

15. One Day Short Plan Year ADP Test - 401(a) 17 Limit

    By Guest wwc870, July 13, 2004
    • 1 reply
    • 1.7k views
    • 
    • jquazza
    • July 14, 2004

16. 1099R's in NYS

    By Guest MrT, March 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 10, 2005

17. Safe Harbor 401(k) & Excluded Compensation

    By buckaroo, January 18, 2006
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • January 18, 2006

18. funding 401k before paydate

    By Guest lindamichals, March 9, 2006
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • March 10, 2006

19. Retirement Plan Statistics

    By Guest LSULLIVAN, April 5, 2006
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • April 5, 2006

20. Takeover Plan

    By 415 Limit, May 17, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 18, 2011

21. Participant Diversification

    By khn, September 10, 2013
    • 1 reply
    • 828 views
    • 
    • GMK
    • September 10, 2013

22. ADP, ACP refunds and Top Heavy

    By CLE401kGuy, January 30, 2014
    • 1 reply
    • 3.4k views
    • 
    • BG5150
    • January 30, 2014

23. Service spanning rule question

    By cpc0506, August 23, 2018
    • 1 reply
    • 703 views
    • 
    • Madison71
    • August 24, 2018

24. EPCRS Corrections "Resemble" Appendixes

    By austin3515, July 17, 2019
    • 1 reply
    • 445 views
    • 
    • RatherBeGolfing
    • July 18, 2019

25. CARES ACT - Loans 1 year defer

    By 52626, April 1, 2020
    • 1 reply
    • 924 views
    • 
    • Luke Bailey
    • April 17, 2020

26. Eligibility Question

    By bzorc, October 6, 2021
    • 1 reply
    • 518 views
    • 
    • BG5150
    • October 6, 2021

27. Covering Summer Help

    By Guest SPollock, August 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • August 16, 1999

28. Where can we find information about the average % that employers contr

    By Guest JFBEARB, March 1, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2002

29. New 415 rules

    By FAPInJax, May 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

30. stupid ADP question

    By goldtpa, March 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • March 10, 2005

31. 411(d)(6)

    By Guest VEBA Las Vegas, September 7, 2005
    • 1 reply
    • 2k views
    • 
    • Locust
    • September 8, 2005

32. PPA regarding Investment Diversification

    By Guest LSULLIVAN, February 15, 2008
    • 1 reply
    • 947 views
    • 
    • david rigby
    • February 15, 2008

33. HEART ACT

    By LIBERTYKID, July 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 15, 2009

34. ACP test questions

    By Guest saddiew, August 8, 2009
    • 1 reply
    • 1.7k views
    • 
    • K2retire
    • August 8, 2009

35. Special Tax Notice

    By austin3515, December 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • 401king
    • December 29, 2009

36. Profit Sharing plan adding 401(k) Mid-Year

    By Tinman, June 6, 2013
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • June 6, 2013

37. Fidelity Bond Coverage

    By KevinMc, January 30, 2014
    • 1 reply
    • 1.4k views
    • 
    • 401_noob
    • January 31, 2014

38. Midyear amendment to SH plan... 30 days required?

    By AlbanyConsultant, December 8, 2016
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 8, 2016

39. Hardship Withdrawal vs. Loan for First Time Home buyers

    By Pammie57, March 17, 2017
    • 1 reply
    • 596 views
    • 
    • Belgarath
    • March 17, 2017

40. New Plan Tax Credit for Multiple Employer Plan Adopters?

    By Terry Power, December 23, 2019
    • 1 reply
    • 638 views
    • 
    • RatherBeGolfing
    • December 23, 2019

41. 401(a)(17) Prorated Due to Suspended Discretionary Match?

    By QualGeek, February 11, 2021
    • 1 reply
    • 558 views
    • 
    • Bird
    • February 12, 2021

42. VCR v. APRSC

    By Guest BTCISP1969, October 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • October 5, 2000

43. Hardship supsension failure - impact to ADP/ACP tests

    By jaemmons, February 16, 2005
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • February 21, 2005

44. BRF & Control group

    By Guest padmin, July 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 14, 2006

45. Exclusions

    By Guest Pension Girl, February 25, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 25, 2010

46. Match contribution

    By fiona1, May 19, 2010
    • 1 reply
    • 982 views
    • 
    • Guest
    • May 19, 2010

47. Newly Eligible Employees

    By justatester, October 7, 2014   

    • Business Aquistion
    • 1 reply
    • 849 views
    • 
    • Lou S.
    • October 7, 2014

48. ADP/ACP, Ratio Percentage

    By fiona1, March 17, 2017
    • 1 reply
    • 571 views
    • 
    • BG5150
    • March 17, 2017

49. 2016 Safe Harbor Contribution missed

    By Mr401k, October 30, 2019
    • 1 reply
    • 434 views
    • 
    • JRD
    • November 1, 2019

50. Ok to terminate 401k and establish simple IRA orSimple 401(k)?

    By pbarrett, June 21, 2004
    • 1 reply
    • 1.7k views
    • 
    • alanm
    • June 21, 2004